Wealth Management Client Associate

Ascendo is excited to present this opportunity in the wealth management industry. We are seeking a polished and proactive professional to support a premier, multi-billion dollar family office based in Miami. This position is vital to delivering top-tier service and maintaining strong relationships with prestigious individuals across South Florida. To thrive in this fast-paced environment, the right professional will bring a completed bachelor's degree and 2+ years of direct experience navigating the complexities of private wealth accounts. Full bilingual fluency in English and Spanish is essential to effectively connect with and support our high-net-worth clientele. Responsibilities Act as the primary operational point of contact for affluent families and individuals Coordinate onboarding processes and maintain accurate documentation for client accounts Collaborate closely with internal advisory teams to execute daily administrative requests Assist in preparing comprehensive financial portfolio reviews and presentation materials Qualifications Possess a bachelor's degree from an accredited institution Hold 2+ years of professional experience within a wealth management or financial services environment Demonstrate professional bilingual fluency in both English and Spanish Exceptional communication skills tailored for high-net-worth individuals Ability to succeed in a flexible hybrid working model based in the Miami area Comprehensive health and wellness coverage Avenues for professional advancement and continuous training Collaborative and encouraging team culture #J-18808-Ljbffr Ascendo Resources